Organized file intake
Collect files. Track progress. Simplify.
Centralize client uploads, monitor status, and minimize follow-ups with a structured intake portal.
![[digital project] image of case file on a tablet](https://cdn.prod.website-files.com/6a1b298be819b4d278f6ff17/6a1b2b83850dcc5431aceaf0_33b88c30-8414-485c-8bad-168112218044.avif)
![[interface] graphic design of app flow diagram for a consumer apps](https://cdn.prod.website-files.com/6a1b298be819b4d278f6ff17/6a1b2b82850dcc5431aceaa9_f4856d7a-8d75-4221-9a97-9b10c543dd00.avif)
Centralize client uploads, monitor status, and minimize follow-ups with a structured intake portal.
Overview
Files submitted via client portals
Monthly requests processed
Requests completed by deadline
How teams simplify client file intake
"Switching to this portal streamlined our file requests. Everything is organized, easy to track, and we no longer chase missing documents. It’s a straightforward solution that keeps our process efficient."
Answers to common portal questions
Create your account and launch your first intake portal in minutes. No setup calls needed.
We support credit cards, debit cards, and PayPal. All payments are secure.
Reach us by email, live chat, or submit a ticket from your dashboard. Replies within 24 hours.
Cancel anytime from your account settings. Your access continues until the end of your billing cycle.
All new plans include a 30-day money-back guarantee. Refunds are processed within 7 business days.
Every plan includes file requests, tracking, and team access. Advanced tools and support on higher tiers.
Still have questions?
Simplify your client file requests today.
![image of a team brainstorming in an office (for a web development agency) [background image]](https://cdn.prod.website-files.com/6a1b298be819b4d278f6ff17/6a1b2b83850dcc5431aceb0e_491acfbe-2408-4d50-b208-b3985d26a161.avif)